AddressThis business is a medium sized, privately-owned and self-licensed Financial Planning Practice. They pride themselves on offering specialist, tailored advice to individuals, family groups and SMSF Trustees, with many existing client relationships spanning more than 15 years.
They have an opening for an Associate Adviser to join their team and contribute to their success. This opportunity is only suitable for candidates ready to transition to an Adviser in the next 18-24 months and able to start your Professional Year in the next 6-12 months.
Key Responsibilities will include:
- Conduct joint client meetings with directors and consultants for both new and existing financial services clients
- Build client strategies for wealth creation, superannuation, and insurance
- Responsible for completing the fact finding, client goals and objectives, analyse and client prioritise recommendations to assist clients achieve their desired outcomes
- Document strategies via SOA or ROA requests provided to internal Paraplanners.
- Assist with the presentation of SOAs
- Take responsibility for pre-meeting preparation and then file notes and action items for CSO's following client meetings
- Conduct and document annual client portfolio reviews, make recommendations where necessary
- Attend the quarterly Investment Committee meetings
To be successful in the role, you must have experience working in a professional financial planning business in a similar style role.
This organisation is very well established and has a low number of clients, but a very high-touch service; quality over quantity. Only candidates with excellent communication skills and attention to detail should apply.
The culture in this firm is second to none. The Managing Director is highly approachable and flexible, and encourages the team to work collaboratively, and always put the clients’ needs first.
If you have any questions, please include them in your application, or contact
Kiera Brown
Director, FS Recruitment Solutions
0409 598 ***
******@fsrecruitment.com.au
www.fsrecruitmentsolutions.com.au
